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Hill Island Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hill Island Financial’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,996
Closed -$1.36M – 67
2023
Q4 		$1.36M Buy
12,996
+97
+0.8% +$9.5K 0.46% 21
2023
Q3 		$1.21M Hold
12,899
– – 0.48% 23
2023
Q2 		$1.26M Buy
12,899
+40
+0.3% +$3.69K 0.48% 24
2023
Q1 		$1.16M Buy
12,859
+69
+0.5% +$6.1K 0.47% 25
2022
Q4 		$1.08M Buy
+12,790
New +$1.09M 0.47% 25

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hill Island Financial's ESGU Position: Q1 2024 in Review

Hill Island Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 12,996 shares — an estimated $1.36M sold.

Hill Island Financial first reported a position in ESGU in Q4 2022 and held it in 5 quarters. The position peaked at $1.36M in Q4 2023. 739 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Hill Island Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Hill Island Financial sold 12,996 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $1.36M.
  • Hill Island Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 5 quarters.
  • Hill Island Financial's iShares ESG Aware MSCI USA ETF position peaked at $1.36M in Q4 2023.
  • 739 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Hill Island Financial's 13F filing for Q1 2024, filed 10 May 2024.